How Tesla's Master Plan Part 3 Will Change Everything

Tesla's work in AI leads them into robotics

In 2006, Elon Musk released The Tesla Motors Master Plan. The first plan outlined how Tesla would build an expensive electric sports car, use that money to build a more affordable car, then use that money to build an even more affordable car. All while providing zero-emission electric power generation options. Tesla has since accomplished all of the above, producing millions of electric cars while rapidly bringing down production costs.

A decade later, in 2016, while the first plan was coming to fruition, Tesla released the Tesla Master Plan, Part Deux. In short, the plan would be to "Create stunning solar roofs with seamlessly integrated battery storage. Expand the electric vehicle product line to address all major segments. Develop a self-driving capability that is 10X safer than manual via massive fleet learning and enable your car to make money for you when you aren't using it."

While this plan has yet to be fully realized, a third plan may indicate that the second plan is within reach. Tesla has made huge progress with its FSD beta program and Elon Musk recently doubled down that Tesla will release FSD later this year. The production of the CyberTruck and Semi is set to begin next year. As the second plan is coming together, Elon Musk tweeted that he’s working on Tesla's “Master Plan Part 3”

Working on Master Plan Part 3

— Elon Musk (@elonmusk) March 17, 2022

Elon further hinted at the subject of the master plan in another recent tweet:

Main Tesla subjects will be scaling to extreme size, which is needed to shift humanity away from fossil fuels, and AI.

But I will also Include sections about SpaceX, Tesla and The Boring Company.

— Elon Musk (@elonmusk) March 21, 2022

This tweet gives us a lot more insight into what Tesla is planning. It is now clear that a key part of the plan will be to “scale to extreme size to shift humanity away from fossil fuels.”

Tesla has put out a 20 million vehicle target by 2030. It sounds like a third plan will address how to achieve or even exceed this target. Despite Tesla's massive growth, the automaker currently accounts for just roughly 1% of the total vehicle market share. Scaling to “extreme size” is necessary to make a significant shift away from fossil fuels. The limiting factor to further scaling is the manufacturing of batteries. In particular, the real bottleneck is the mining of rare earth minerals (copper, lithium, nickel, cobalt etc.) required for battery production.

This is why Tesla’s Master Plan, Part 3 could be centered around rare earth mineral mining. So how does the Boring Company, AI and SpaceX play into mining? One theory is that the Boring Company could create the necessary tunnels and land environment to extract raw materials. The Tesla bot could be used to safely and ethically mine raw materials. SpaceX could use starships to rapidly and cost-effectively transport raw materials across long distances. If the battery limiting factor is conquered successfully, the company could begin to think about other uses for batteries including HVAC systems, pre-built homes, and more.

It’s also possible that Tesla’s Master Plan, Part 3 will involve Tesla’s transition to an Artificial Intelligence and data company. After all, Elon has repeatedly stated that Tesla will be thought of more as an artificial intelligence company than anything else. The company has been focused on solving real-world AI and more recently we had AI day, introducing the Optimus Humanoid Robot.

In the product roadmap update on the Q4 earnings call, Elon stated that "the most important product development is the Optimus Humanoid Robot” which he thinks "has the potential to be more significant than the vehicle business over time. He explained that “labor is the foundation of the economy."

With no labor shortages, humanoid robots could revolutionize the world economy. They could also play a crucial role in scaling to extreme size and overcoming the limiting factor of battery manufacturing.

Here is a prediction of what the Master plan, Part 3 could include:

• Develop the best AI training supercomputer to solve real-world problems that goes way beyond just self-driving
• Remove battery manufacturing as the limiting factor to vehicle production by building millions of Tesla bots to eliminate the need for dangerous, boring, repetitive jobs (mining)
• Synergize The Boring Company, Tesla and SpaceX to mine and transport raw materials on a massive scale

What do you think Tesla aims to accomplish in its third master plan? Let us know.

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Tesla will now automatically reroute you to less busy Superchargers in 2022.16

Tesla will now reroute you to less busy Superchargers

@cybrtrkguy/Twitter (Edited by NATA)

If you don't have enough range to reach your destination, Tesla’s in-car navigation system will automatically calculate where you should stop in order to charge.

If the Supercharger you’re set to arrive at is suddenly too busy, Tesla's navigation will now reroute you to another Supercharger location that's within range.

This was first noticed in the 2022.16 update by @greentheonly, but owners are now seeing it in action.

According to a recent tweet by @cybrtrkguy, which shows a picture of their trip planner and the message, “Rerouting to a less busy Supercharger” in Sheffield, Ohio.

“Rerouting to a less busy Supercharger”

Never seen that one before. God I love this car pic.twitter.com/JkSDmENvcy

— The Cybertruck Guy (@cybrtrkguy) June 25, 2022

Tesla drivers will now know when a Supercharge station is congested and will have the option to change their route to reduce their total travel time.

Not only does Tesla know exactly how many vehicles are charging at each location. It also knows the charge level of each vehicle and it could estimate the wait time for a Supercharger based on how many Teslas are nearby with a low state of charge.

Based on all of this information Tesla can come up with great suggestions on the best place to charge to reduce your overall trip time.

Tesla’s Supercharger rerouting feature will be useful, especially as Tesla starts opening its Supercharger sites to non-Tesla vehicles.

Tesla recently chose to open up the Supercharger network to other car brands, which could add additional Supercharger congestion.

In fact, Tesla now plans to add CCS (Combined Charging System) plugs to US-based Superchargers in order to make them even more compatible with other EV manufacturers.

With over 30,000 Superchargers (3,500 stations) reported at the end of 2021, Tesla undoubtedly operates the largest and most successful fast-charging networks.

While Tesla plans to solve Supercharger congestion by tripling the size of its network in the next few years, this new navigation feature will certainly help alleviate some Supercharger congestion.

This isn’t the only recent change to how Tesla calculates your route. In the 2022.16.2 software update, Tesla added forecasted crosswind, headwind, humidity and ambient temperature to improve its range calculations even further.

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Tesla Model 3 lands in the Top 10 best sellers globally

Tesla Model 3 is in the Top 10 best selling cars of 2021

Tesla’s Model 3 has landed a spot as the ninth best-selling car in the world for 2021, which is up 40% from 2020, according to Fiat Group World. The Model 3 accounted for 508,000 unit sales in 2021.

According to the data provided by Fiat Group World, the Toyota RAV4/Wildlander came in at number one, which is up from the second spot in 2020. The Ford F-150 pickup truck landed at number seven, down from the number 6 spot in 2020.

Toyota and Honda have four vehicles in the top 11 spots, while Nissan, Ford, and Tesla only have one spot.

Fiat Group World notes that the Tesla Model 3 continues to rise within the list and is expected to rank in the top five by the end of this year.

Additionally, the author adds that the Model Y is expected to outsell the Model 3 by the end of 2022, which means both the Model 3 and Model Y would both sit in the top five spots. The Model Y currently sits at the 19th spot on the list, which means the Model Y accounted for 392,000 sales in 2021. It rose from the 262nd spot, or 412%, from 2020.

It’s worth noting that the Model Y began its deliveries in 2020, which explains the significant jump in 2021. Earlier this year, it won U.S. News’ Best Luxury Electric SUV award.

Of the 110 vehicles included, the Model S and Model X did not make the cut. This is most likely due to their higher price tag.

With this data available and Fiat Group World’s insights, it’s entirely possible for the Model Y to overtake the Model 3 this year. And with Tesla constantly adding new features and bringing back ‘Enhanced Autopilot,’ consumers will likely jump on-board.

Tesla brought back Enhanced Autopilot to the US and Canada last week for $6,000 (USD), half of what Full Self-Driving does.

The Model 3 and Model Y may soon get a rear display for entertainment. A tweet from Tesla enthusiast and software developer @greentheonly discovered that Model 3s and Model Ys with the new AMD processors have the bandwidth for a second display, like the new refreshed Model S and Model Xs have.

Tesla is currently battling global supply chain restraints, and Musk said at Bloomberg’s Qatar Economic Forum that these restraints are a bigger issue than competition from other competitive automakers.

“Our constraints are much. More in raw materials and being able to scale up productions,” Musk says.

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